Notes

Investing And Wealth Administration Services
Joshua completed his Bachelor of Commerce diploma in Insurance and Risk Management and Marketing on the University of Witwatersrand in 2020. Joshua has a ardour for serving to and educating people about their funds, he joined AFS Wealth in November 2021 to immediately become concerned within the financial service industry. A individuals individual, Joshua is keen to help his clients to attain monetary independence and to plan for his or her futures. As I had just retired from my senior company place we wanted to make sure our monetary affairs were in good order and future monetary needs would be attended to in a professional method.
You may have access to the best monetary advice by way of establishing a trusted partnership with your financial planner. This will cowl financial, retirement, property, tax planning and danger management. This will ultimately provide you with peace of thoughts and can enable you to have a significant life. We provide investment and wealth planning services to high-net-worth individuals, households, chosen institutions and charitable trusts. We began out in 1997, and right now manage global belongings in excess of R11billion. That makes us one of the largest impartial advisory companies in South Africa – and growing.
Arin also consulted as an Investment specialist for Momentum Wealth and Wealth International, before re-joining the Brenthurst team as a Financial Advisor in 2020. ARIN relies in Brenthurst Wealth’s Sandton Office and has been in the monetary services trade since 2013. JOHAN is head of economic planning and key individual at our Pretoria workplace and a director of Brenthurst Wealth Management Ltd. Renee has been in the monetary services industry for 23 years since 1998 and has labored for establishments particularly TMA and Investec Asset Management. Sonia heads up the Stellenbosch workplace and has been within the financial services trade since 2001. She won the inaugural title of Top Financial Advisor in SA at the 2019 Intellidex Top Private Banks and Wealth Manager awards.
She was then recruited by Alexander Forbes Financial Services in Stellenbosch the place she spent the following sixteen years; the first 6 years as a Senior Pension Fund Administrator and the following 10 years as a monetary advisor assistant. She joined the financial business in 1982 and gained valuable experience working at a number of providers like Sanlam, Citadel, AIMS, PPS, Alexander Forbes and Graviton Wealth Management. She spent her last four.5 years working at Graviton Wealth Management as an Executive Financial Assistant. He has additionally successfully completed the First Level Regulatory Examination for Representatives, which enables him to furnish advice to purchasers on all investment-related issues.
wealth planning
As a youngster I took out some risk cowl thinking “just in case, however you by no means know”. With Sean’s guidance I stored the policy and amended it over the years. In 2019 I had the misfortune of being identified with cancer, and I saw the true profit of having an advisor like Sean. The staff at AFS assisted with all the paperwork and handled the insurers.

Website: https://www.npw.ca/our-services/wealth-planning-investment-services/